Kevin Dolan
Director of HNW Business Development at Capital Group | American Funds | Sudbury, Massachusetts, United States
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Kevin Dolan is a seasoned professional in the investment management industry, currently serving as a Senior Business Development Manager at Capital Group | American Funds. With a robust background as a Vice President, Kevin has consistently demonstrated excellence in driving sales and fostering strategic partnerships within the financial services sector. His expertise spans a wide array of investment strategies, including equities, fixed income, hedge funds, and mutual funds, making him a versatile asset in the competitive landscape of asset management.
In his current role, Kevin manages the critical relationship with Edward Jones, overseeing a national team of specialists dedicated to enhancing the distribution of American Funds products. His leadership not only strengthens the partnership but also ensures that the team is equipped with the necessary tools and insights to meet the evolving needs of financial advisors and their clients. By leveraging his skills in financial modeling and strategic financial planning, Kevin plays a pivotal role in crafting tailored investment solutions that align with the long-term goals of investors.
Key projects under Kevin's direction include the development of innovative retirement solutions and the implementation of comprehensive portfolio management strategies that address market volatility and client objectives. His commitment to excellence in client service and deep understanding of the investment landscape position him as a trusted advisor within the industry. With a strong foundation in securities and a proven track record in sales, Kevin Dolan continues to drive growth and success for Capital Group | American Funds, ensuring that clients receive exceptional value and performance from their investments.
Director of HNW Business Development at Capital Group | American Funds in April 2018 to Present
Senior Business Development Manager at Capital Group | American Funds in April 2018 to Present
VP - Insurance Relationship Manager at Capital Group | American Funds in January 2011 to June 2013
VP - Retirement Sales at Merrill Lynch in January 2010 to January 2011
DC/IO National Sales Manager at Columbia Management in January 2001 to January 2005
Internal sales at MFS Investment Management in January 1997 to January 1999
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Dartmouth College, BA, January 1992 to January 1996
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401k
Alternative Investments
Asset Allocation
Asset Management
Bloomberg
Business Development
Capital Markets
Equities
Financial Modeling
Financial Services
Fixed Income
Hedge Funds
Insurance
Investment Advisory
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Private Equity
Relationship Management
Retirement
Retirement Planning
Risk Management
Sales
Securities
Series 63
Series 7
Strategic Financial Planning
Strategy
Uniform Combined State Law
Wealth Management
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What is Kevin Dolan email address?
Email Kevin Dolan at [email protected] and [email protected]. This email is the most updated Kevin Dolan's email found in 2026.
How to contact Kevin Dolan?
To contact Kevin Dolan send an email to [email protected] or [email protected]. (updated on July 30, 2022)
What company does Kevin Dolan work for?
Kevin Dolan works for Capital Group | American Funds
What is Kevin Dolan's role at Capital Group | American Funds?
Kevin Dolan is Director of HNW Business Development
What is Kevin Dolan's Phone Number?
Kevin Dolan's phone (413) ***-*293
What industry does Kevin Dolan work in?
Kevin Dolan works in the Financial Services industry.
Kevin Dolan Email Addresses
Kevin Dolan Phone Numbers
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